User Guide
  • AgencyHandy User Guide - For Agency
  • 1. Introduction of AgencyHandy
    • 1.1 Why should you choose Agency Handy?
    • 1.2 Who is it for?
    • 1.3 What are the benefits?
    • 1.4 How does it differentiate itself from others?
    • 1.5 Plans & Pricing
  • 2. Getting Started
    • 2.1 Sign Up
    • 2.2 Account Verification
    • 2.3 Log in
    • 2.4 Accessing the Main Interface
    • 2.5 Workspace Config
      • 2.5.1 Set up General Settings
      • 2.5.2 Set Up Appearance
      • 2.5.3 Set Up Custom Domain
        • 2.5.3.1 AgencyHandy Hosting with Cloudflare
        • 2.5.3.2 Agency Handy Hosting with Namecheap
      • 2.5.4 Set Up Sign-In Portal
      • 2.5.5 Set Up Emails
        • 2.5.5.1 Setup Email Address
        • 2.5.5.2 Setup SMTP
        • 2.5.5.3 Email Template Configuration
        • 2.5.5.4 Sending a Test Email
    • 2.6 Resetting Password
    • 2.7 Setting Multiple Workspace
      • 2.7.1 Create a new Workspace in AgencyHandy
      • 2.7.2 Deleting a Workspace in AgencyHandy
  • 3. Managing Dashboard
    • 3.1 Services
      • 3.1.1 Create a Service with Multiple Packages, Default Tasks & FAQs
      • 3.1.2 Edit/Update a Service
      • 3.1.3 Delete a Service
      • 3.1.4 Add-on Setup in Services
      • Multiple Pricing and Multiple Packages
      • Create Multiple Service Group
      • Service Configurations
      • Setting the Trial Period for a Service
      • Setting Default Tasks for a Service
      • Setting up a Setup Fee
      • Coupon System
      • Portfolio
      • User Review
    • 3.2 CRM
      • 3.2.1 Clients
        • 3.2.1.1 Create Clients Profile
        • 3.2.1.2 Import Clients
        • 3.2.1.3 Export Clients
        • 3.2.1.4 Client Configuration
        • 3.2.1.5 Edit a Client Profile
        • 3.2.1.6 Delete a Client Profile
        • 3.2.1.7 Manage Client's Recent Order
        • 3.2.1.8 Manage Client's Recent Ticket
        • 3.2.1.9 Manage Client's Recent Invoices
        • 3.2.1.10 Create Client Group
      • 3.2.2 Lead Management
    • 3.3 Orders
      • 3.3.1 Order Dashboard
        • 3.3.1.1 Create an Order
        • 3.3.1.2 Edit/Update an Order
        • 3.3.1.3 Create Tasks in an Order
          • 3.3.1.3.1 Task Modal/Activity Page Manage
          • 3.3.1.3.2 Edit Task in an Order
          • 3.3.1.3.3 Delete Task from an Order
        • 3.3.1.4 Delete an Order
        • Manual Order Create for Unpublished Services
        • Client Task Creation
        • Add-On Support in Manual Orders
    • 3.4 Proposal
      • 3.4.1 Proposal Dashboard
        • 3.4.1.1 Send a Proposal
        • 3.4.1.2 Accept a Proposal
        • 3.4.1.3 Reject a Proposal
      • 3.4.2 Sending a Proposal with Specific Package
    • 3.5 Teams
      • 3.5.1 Team Dashboard
        • 3.5.1.1 Invite & Add a Team Member
        • 3.5.1.2 Set Role & Permission for Team Members
        • 3.5.1.3 Remove Team Member
    • 3.6 Tickets
      • 3.6.1 Ticket Dashboard
        • 3.6.1.1 Create a Ticket
        • 3.6.1.2 Edit a Ticket
        • 3.6.1.3 Delete a Ticket
    • 3.7 Invoices
      • 3.7.1 Invoice Dashboard
        • 3.7.1.1 Invoice Settings
        • 3.7.1.2 Create an Invoice
        • 3.7.1.3 Edit an Invoice
        • 3.7.1.4 Delete an Invoice
        • 3.7.1.5 Download/Print an Invoice
        • 3.7.1.6 Send an Invoice to a Client
        • 3.7.1.7 Export Invoice
      • Wise Support in Manual Subscription Invoices
      • Reminder on Invoice
    • 3.8 Integration
      • 3.8.1 Integrating Stipe
      • 3.8.2 Setting up PayPal
      • 3.8.3 Webhook Management
        • How to use/create Webhook
        • Authenticating Webhooks
        • Testing Webhook Event
    • 3.9 Files
      • 3.9.1 Manage Files in Order Task
      • 3.9.2 File Feedback
    • Forms
      • Order Form
      • Intake Form
      • Public Forms
    • Subscription Management
      • Automatic Invoice Generation
      • Subscription Filter, Search, and Sorting
      • Reminder on Subscription
  • User Policy of AgencyHandy
  • Settings
    • Setting Up Profile
    • Manage Subscription
      • Viewing Plan Summary
    • Redeem Promotion Code
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On this page
  • Pre-conditions for Use:
  • Steps to Send a Test Email:
  • Troubleshooting:

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  1. 2. Getting Started
  2. 2.5 Workspace Config
  3. 2.5.5 Set Up Emails

2.5.5.4 Sending a Test Email

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Last updated 3 months ago

Was this helpful?

This feature enables users to check their email configuration for accuracy. It ensures that all settings, such as sender email, custom domain, SPF, and DKIM, are correctly set up for efficient email delivery.

Pre-conditions for Use:

  • Administrative access to the Workspace configuration settings.

  • Completed setup for custom domain, email, SPF, and DKIM.

Steps to Send a Test Email:

  1. Log In:

    • Log in to your AgencyHandy account with administrative privileges.

  2. Access Workspace Config:

    • Navigate to Workspace Config from the dashboard.

  3. Go to Email Templates:

    • Under Emails, click on Email Templates.

  4. Set the Sender Email:

    • Ensure you have configured the Sender Email in the designated field.

    • Verify that the email address is correct and properly linked.

    • Save it by clicking the Save button.

  5. Send a Test Email:

    • Now, Click the Send Test button located in the top-right corner of the page.

    • Wait for the test email to arrive in your email inbox.

  6. Verify Delivery:

    • Check your inbox for the test email. If it arrives, the configuration is working perfectly.

Troubleshooting:

If you do not receive the test email:

  • Verify that the Custom Domain is correctly configured.

  • Ensure the Email Setup is complete and accurate.

  • Check that SPF and DKIM settings are properly implemented and validated.

  • Review all steps for any errors and retry sending the test email.